MONOGRAPH WEALTH ADVISORS, LLC
CIK: 0001776588SEC EDGAR →
Portfolio Value
$1.0T
Holdings
135
As of
Q4 2025
New Positions
19
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DFA US Core Equity 2 ETF | 6,689,376 | $264.8B | 26.01% |
| 2 | DFA World ex US Core Equity 2 ETF | 6,060,776 | $198.4B | 19.48% |
| 3 | DFA US Marketwide Value ETF | 968,443 | $45.1B | 4.43% |
| 4 | DFA US Targeted Value ETF | 699,495 | $41.6B | 4.09% |
| 5 | iShares Core S&P 500 | 54,837 | $37.6B | 3.69% |
| 6 | DFA US Core Equity 1 ETF | 476,246 | $35.1B | 3.44% |
| 7 | DFA International Small Cap Value ETF | 894,766 | $34.0B | 3.34% |
| 8 | iShares 1-5 Year Investment Grade Corporate Bond ETF | 565,044 | $29.9B | 2.93% |
| 9 | Apple | 106,745 | $29.0B | 2.85% |
| 10 | DFA Emerging Markets Core Equity 2 ETF | 875,440 | $29.0B | 2.84% |
Quarterly Changes
Top Buys
New Positions (4)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $879.8B | 86.4% |
| Technology | 13 | $68.7B | 6.8% |
| Communication Services | 6 | $27.8B | 2.7% |
| Consumer Cyclical | 3 | $11.7B | 1.2% |
| Consumer Defensive | 4 | $9.3B | 0.9% |
| Industrials | 8 | $7.5B | 0.7% |
| Healthcare | 5 | $6.5B | 0.6% |
| Unknown | 7 | $4.3B | 0.4% |
| Energy | 3 | $2.0B | 0.2% |
| Real Estate | 2 | $308.0M | 0.0% |